Connecting a Domain in Pulse REI CRM

Connecting a Domain in Pulse REI CRM

Here we discuss the step-by-step instructions on how to connect a custom domain in Pulse REI CRM for use with funnels, websites, email, and branding.

Connecting your domain ensures:

• A professional and branded experience for your leads

• Improved email and SMS deliverability

• Proper system functionality for websites and funnels

Prerequisites

Before starting, ensure the following:

• You have access to your Pulse REI CRM account

• You have login access to your domain provider (e.g., GoDaddy, Namecheap, Cloudflare)

• You have already purchased a domain

• You have access to your DNS settings (this is where records will be added)

Step 1: Access Domain Settings

1. Log in to your Pulse REI CRM account

2. Navigate to:
   Settings → Domains

3. Click “Connect a Domain”

Step 2: Choose Domain Use Case

Select what you want your domain to be used for:

• Funnel (landing pages)

• Website

• Blog

• Webinar

• Email sending domain

💡 Why this matters:
This ensures your domain is correctly routed and used for the right purpose inside the system.

Step 3: Enter Your Domain

1. Enter your domain:

   • Root domain (e.g., yourdomain.com) OR

   • Subdomain (e.g., app.yourdomain.com)

2. Click Continue

💡 Best Practice:
Use a subdomain (e.g., app. or crm.) to avoid affecting your main website.

Step 4: Connect Your Domain

✅ Option A: Automatic Setup (Recommended)

Use this if your domain provider supports automatic connection.

Supported providers include:

• GoDaddy

• Google Domains

• Cloudflare

Steps:

1. Click Authorize

2. Log in to your domain provider

3. Approve access

4. The system will automatically add required DNS records

💡 Why this is recommended:
This avoids manual errors and ensures correct DNS configuration.

⚙️ Option B: Manual Setup

Use this if your provider does not support automatic connection.

Steps:

1. Click “Add Records Manually”

2. Copy the DNS records shown:

   • A Record

   • CNAME Record

   • TXT Record (if applicable)

3. Log in to your domain provider

4. Go to DNS Settings

5. Add each record exactly as provided

6. Save changes

💡 Important:
Even a small typo (extra space, missing dot) can cause connection failure.

Step 5: DNS Propagation (Waiting Period)

After saving your DNS records:

• Changes may take a few minutes up to 24 hours

• This process is called DNS propagation

💡 Why this is needed:
DNS changes must update across global servers before your domain becomes active.

⚠️ Avoid making repeated changes during this time.

Step 6: Verify Domain Connection

1. Return to Settings → Domains

2. Click Verify

3. Wait for confirmation

💡 If verification fails:

• Wait longer (propagation may still be ongoing)

• Recheck DNS entries

Step 7: Assign Domain

Once verified:

1. Click the 3 dots (Options)

2. Assign the domain to:

   • Funnel

   • Website

3. Set as Default Domain if needed

Step 8: SSL Activation (HTTPS)

• SSL is automatically generated

• May take up to 24 hours

💡 Why this is important:

• Enables secure browsing (https://)

• Improves trust with visitors

• Required for compliance and deliverability

Common DNS Records Explained

Record TypePurposeA RecordConnects your domain to the system serverCNAMELinks subdomains (e.g., www, app)TXTUsed for verification and email authentication

Troubleshooting

If your domain is not connecting:

• Double-check DNS entries (no typos)

• Remove conflicting records

• Ensure correct host values (@, www, etc.)

• Turn OFF proxy (Cloudflare → set to DNS Only)

• Wait longer for propagation

Best Practices

• Use a subdomain for CRM usage

• Always copy DNS values exactly

• Avoid editing DNS multiple times during propagation

• Use Incognito Mode when testing your domain

Expected Outcome

After successful setup:

• Domain is fully connected

• SSL is active

• Funnels and websites are accessible

• System is ready for use

Important Notes

• A domain can only be connected to one sub-account at a time